Branch Manager III
TITLE: BRANCH MANAGER III
DEPARTMENT: ELK GROVE BRANCH
REPORTS TO: REGIONAL MANAGER (BRANCH NETWORK)
PAY SCALE: $85,000 to $95,000
Sacramento Credit Union is seeking candidates who thrive as leaders and excel at providing exceptional customer service for our Branch Manager III position at our Elk Grove branch. The Branch Manager is responsible for the sales activities including mortgage loan originations; planning, managing, overseeing of the marketing and business development of the branch; manages and develops staff to support the sales and service goals of the organization. Under minimal supervision, provides management, sales and functional support; monitors reports, develops policy and procedural improvements. This position requires knowledge of credit union/banking operations, laws, regulations and consumer and mortgage loan origination and processing principles.
RESPONSIBILITIES AND DUTIES:
- Creates and implements strategies and inspires a highly efficient and productive branch team focused on capitalizing on opportunities and highlighting features and benefits of our products and services to support the overall credit union member service, promotions, and objectives to achieve their financial goals.
- Develops leads for and originates mortgage and consumer loans based in part on referral sources (i.e. branch staff, members and outside sources) and reports.
- As a Mortgage Loan Originator, must register with NMLS Registry and keep registration information current.
- Build, train, coach and lead an engaged team through employee development.
- Oversees human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, interviews, termination, etc.
- Provides resource support and assistance in areas such as new account and loan production, balancing branch cash, ATMs and searching for outages.
- Develop and implement branch business and community development plans which identifies, targets, and markets the Credit Union to potential fields of membership within the branch’s demographic and local community.
- Plans, organizes and participates in branch outbound call efforts. Ensures all team members follow-up on active member outreach (i.e. phone calls, e-mails, etc…).
- Oversee, assist, and partner with the Assistant Branch Manager (and/or Branch Lead) to ensure internal processes and controls are well established.
- Compiles, analyzes and tracks data for operational, production, and any special reporting.
- Maintain working relationships and communication with staff, management and executive management. Participates in and conducts staff meetings to review financial objectives and other activities.
- Maintain knowledge and adhere to all SCU’s policies and procedures, rules and regulations for the branch, including robbery, Bank Secrecy Act and Money Laundering policies and procedures.
- May occasionally be requested to fill in at another branch location.
- Assure that the physical maintenance and appearances of the facilities are maintained.
- Complete required training as assigned by the Credit Union.
- Performs other related duties and special projects assigned.
- Be a Notary.
NECESSARY QUALIFICATIONS:
- Bachelor's Degree in business or the equivalent in related work experience.
- Ability to maintain effective communication and working relationships with all levels of the organization and business contacts.
- Demonstrated ability to effectively manage people.
- Demonstrated progressive experience in sales, preferably in a financial institution.
- Demonstrated experience in mortgage origination is preferred.
- Knowledge of credit union policies, procedures, laws and regulations.
- Demonstrated knowledge of loan principles and practices.
- Demonstrated knowledge of human resources policies, procedures, issues and regulations.
- Demonstrated computer skills and familiarity with software programs such as Word, Excel and others such as MeridianLink Loans PQ and core systems software.
Our excellent benefits package includes medical/dental/vision, Paid Time Off, Pay Sick Leave, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k) and more.
It is Sacramento Credit Union’s policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.